Bcs Private Wealth Management, Inc. New Holdings in Q2 2025

Bcs Private Wealth Management, Inc.

  • $266 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
2023 ETF Series Trust
1.02M
New
N/A
1.02M $30.7M
MSFT
Microsoft Corp

Technology
26.1K
New
$354.56 - $497.45 $9.25M - $13M
26.1K $13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24.1K
New
$483.48 - $539.8 $11.7M - $13M
24.1K $11.7M
JPM
Jpmorgan Chase & CO

Financial Services
38.9K
New
$210.28 - $289.91 $8.18M - $11.3M
38.9K $11.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
173K
New
$51.68 - $52.76 $8.92M - $9.11M
173K $9.11M
OSCR
Oscar Health, Inc.

Healthcare
375K
New
$11.6 - $21.44 $4.35M - $8.03M
375K $8.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.8K
New
$456.74 - $568.03 $5.41M - $6.73M
11.8K $6.75M
IEFA
Ishares Tr

ETFs
67.4K
New
$67.83 - $84.09 $4.57M - $5.66M
67.4K $5.62M
AAPL
Apple Inc.

Technology
23.9K
New
$172.42 - $223.89 $4.12M - $5.35M
23.9K $4.91M
ITA
Ishares Tr

ETFs
25.7K
New
$135.31 - $188.64 $3.48M - $4.85M
25.7K $4.85M
KMI
Kinder Morgan, Inc.

Energy
161K
New
$25.21 - $29.4 $4.05M - $4.73M
161K $4.73M
LQD
Ishares Iboxx $ Investment Gra

ETFs
42.9K
New
$105.23 - $109.61 $4.52M - $4.7M
42.9K $4.7M
PG
Procter & Gamble CO

Consumer Defensive
29.2K
New
$157.66 - $172.39 $4.61M - $5.04M
29.2K $4.66M
ECL
Ecolab Inc.

Basic Materials
17.2K
New
$225.65 - $270.95 $3.87M - $4.65M
17.2K $4.63M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10.6K
New
$390.26 - $489.06 $4.15M - $5.2M
10.6K $4.31M
IBM
International Business Machines Corp

Technology
14.2K
New
$221.03 - $294.78 $3.13M - $4.18M
14.2K $4.18M
IVV
Ishares Core S&P 500 ETF

ETFs
6.43K
New
$498.8 - $620.9 $3.21M - $3.99M
6.43K $3.99M
GOOGL
Alphabet Inc.

Communication Services
21.3K
New
$144.7 - $178.6 $3.08M - $3.81M
21.3K $3.76M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
183K
New
$18.54 - $19.95 $3.39M - $3.65M
183K $3.58M
NEM
Newmont Corp

Basic Materials
60.3K
New
$44.18 - $59.46 $2.66M - $3.58M
60.3K $3.51M
NTR
Nutrien Ltd.

Basic Materials
58.6K
New
$46.88 - $62.89 $2.75M - $3.69M
58.6K $3.45M
GPC
Genuine Parts CO

Consumer Cyclical
27.4K
New
$105.54 - $129.09 $2.89M - $3.53M
27.4K $3.35M
NTRS
Northern Trust Corp

Financial Services
24.8K
New
$84.45 - $126.79 $2.1M - $3.15M
24.8K $3.17M
AXP
American Express CO

Financial Services
9.82K
New
$231.39 - $318.98 $2.27M - $3.13M
9.82K $3.13M
PPL
Ppl Corp

Utilities
91.5K
New
$33.45 - $36.5 $3.06M - $3.34M
91.5K $3.13M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
36.1K
New
$69.8 - $85.28 $2.52M - $3.08M
36.1K $3M
UNP
Union Pacific Corp

Industrials
12.9K
New
$208.27 - $238.46 $2.69M - $3.07M
12.9K $2.97M
ERIC
Ericsson Lm Telephone CO

Technology
297K
New
$6.77 - $8.86 $2.01M - $2.63M
297K $2.52M
VZ
Verizon Communications Inc

Communication Services
57.8K
New
$41.67 - $45.62 $2.41M - $2.63M
57.8K $2.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
46.5K
New
$41.45 - $54.46 $1.93M - $2.53M
46.5K $2.42M
QCOM
Qualcomm Inc

Technology
15K
New
$124.66 - $159.48 $1.87M - $2.39M
15K $2.38M
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.8K
New
$152.93 - $181.74 $1.96M - $2.33M
12.8K $2.33M
KMB
Kimberly Clark Corp

Consumer Defensive
17.1K
New
$126.84 - $145.22 $2.17M - $2.49M
17.1K $2.23M
BND
Vanguard Bd Index Fd Inc Total

ETFs
29.3K
New
$72.02 - $73.82 $2.11M - $2.17M
29.3K $2.16M
CCJ
Cameco Corp

Energy
28.8K
New
$36.68 - $74.46 $1.05M - $2.14M
28.8K $2.14M
ITW
Illinois Tool Works Inc

Industrials
7.75K
New
$218.41 - $252.43 $1.69M - $1.96M
7.75K $1.93M
IWV
Ishares Russell 3000 ETF

ETFs
5.24K
New
$281.67 - $351.0 $1.48M - $1.84M
5.24K $1.84M
DHR
Danaher Corp

Healthcare
9.14K
New
$174.64 - $205.16 $1.6M - $1.88M
9.14K $1.81M
MS
Morgan Stanley

Financial Services
11.9K
New
$99.83 - $140.86 $1.19M - $1.68M
11.9K $1.68M
VB
Vanguard Small Cap ETF

ETFs
7.04K
New
$193.73 - $237.37 $1.36M - $1.67M
7.04K $1.68M
VO
Vanguard Mid Cap ETF

ETFs
5.6K
New
$228.54 - $279.83 $1.28M - $1.57M
5.6K $1.57M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$725400.0 - $809350.0 $1.45M - $1.62M
2 $1.46M
VTWO
Vanguard Russell 2000 ETF

ETFs
16.3K
New
$70.56 - $87.22 $1.15M - $1.42M
16.3K $1.42M
LLY
Eli Lilly & CO

Healthcare
1.64K
New
$713.71 - $898.95 $1.17M - $1.47M
1.64K $1.28M
INGR
Ingredion Inc

Consumer Defensive
9.05K
New
$123.22 - $140.95 $1.11M - $1.28M
9.05K $1.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.86K
New
$496.48 - $617.85 $925K - $1.15M
1.86K $1.16M
DUK
Duke Energy Corp

Utilities
8.97K
New
$112.46 - $124.05 $1.01M - $1.11M
8.97K $1.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17K
New
$51.16 - $62.02 $872K - $1.06M
17K $1.06M
SLV
I Shares Silver Trust

ETFs
32.1K
New
$27.08 - $33.74 $869K - $1.08M
32.1K $1.05M
Activity Summary
Buys All Purchases 166 New Holdings 166 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bcs Private Wealth Management, Inc. Portfolio

Follow Bcs Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcs Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bcs Private Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email